Alignment with Objectives

We construct investment portfolios to meet client objectives. We avoid imposing one-size-fits-all programs.

We encourage clients to take only those risks that can be understood and that have commensurate return expectations. We avoid unwarranted complexity. We endeavor to provide transparency—around risks, rationale for recommendations, processes, fees, etc.


Asset Allocation

We believe that asset allocation is the primary determinant of both long-term returns and the variance in those returns. We recommend strategic diversification and systematic portfolio rebalancing. We believe that taxable investors should limit tactical allocation maneuvering. We respect the power of time to reduce volatility and to drive compound growth. We select asset classes and managers, not securities.


Manager Selection

We receive compensation solely from our clients and none from managers we recommend. Client investment decisions do not affect our compensation, a fact that enables us to avoid conflicts of interest.


Investment Research and Knowledge Management

We are committed to sophisticated research and knowledge management on asset allocation and manager selection.

We seek top-tier investment opportunities globally in traditional and alternative asset classes, including fixed income,  hedged equity, public equity, real estate Investments, natural resources, and inflation hedging

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